A CRM that maintains itself.
Owners, tenants, prospects and pursuits live in one record that updates from email, calls and documents on its own. Every other system on the desk reads from that record and writes back to it, so your people spend their hours in front of people.
What changes once the record maintains itself.
Activity posts itself
Email, calendar entries and call outcomes land on the right record the moment they happen. Contacts, companies and pursuits stay current through the weeks the deal is actually moving.
One source every system reads
The dialer, the outbound sequences, the website forms and the reporting all read the same record and write back to it. A fact entered once shows up everywhere it is needed.
The firm owns all of it
Accounts, configuration, procedures and data sit in your own name, exportable in full, and they survive the end of any engagement.
What a CRM base includes.
- CRM selected or reconfigured around how your desk actually works
- Owners, tenants, buildings, prospects and pursuits in one record structure
- Existing contact data imported, deduplicated and enriched
- Mailboxes and calendars wired in so activity posts automatically
- Call outcomes written back from the dialer
- Documents read for dates, terms and counterparties
- Pipeline and activity reporting your team will open
- Written procedures for every workflow that changes
How the base gets built.
Inventory
We look at the contact data, the mailboxes and the documents you already hold, and agree what a record needs to carry.
Build
The record structure, fields and pipelines go in, and your existing data is imported clean.
Wire
Email, calendar, dialer, website and outbound connect to the record so activity posts on its own.
Run
Each month we review what is being used against what was built, correct what is not sticking, and roll in new capability as it ships.
What firms ask about the CRM base.
Do we have to change CRMs?
No. We build in the system you already pay for where it can carry the work. Most of our builds run on monday.com, HubSpot or ClickUp, and we will tell you plainly when a system cannot do what you are asking of it.
What happens to the contact data we already have?
It comes with you. We import it, remove the duplicates, fill the gaps we can fill from public sources, and flag what needs a human decision.
Who has access to our client information?
You control access. The build stays inside your own policy on client confidentiality, in your accounts, and we hold no copy of your data once an engagement ends.
What does this cost to run?
The software sits in your name at published vendor pricing. We resell none of it and take no margin on it, and you see the running monthly figure before anything is built.
Bring what your CRM looks like today.
Thirty minutes on the records you hold, where the data actually lives, and what it takes for it to stay current on its own.
Kevin Krone, founder. Fifteen years operating institutional real estate before building AI for it.
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